Komori
Nagase & (8012) · RiskRestatedLatest Earnings presentation (2026-08-04): "Materialised"

Supply Chain Disruption and Factory Damage Risk

First written in FY2016. 10 of 18 entries say "Worsened", first in FY2019. Latest entry: 2026-08-04.

18entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q2WorsenedFY2019 – FY2021-Q3OtherFY2023WorsenedFY2025-H1 – 2026-05-072016: 120162017: 120172018: 120182019: 120192020: 020202021: 320212022: 420222023: 220232024: 120242025: 120252026: 32026
Same theme, other companies
Risk of supply stoppages caused by natural disasters and supply chain disruptionsA theme 74 companies write about · 72 as a headwind · 2 as a tailwind

Nagase & moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 14 of 31 companies on the "Worse" side.

8 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-04MaterialisedEarnings presentation

    「売上総利益は事業拡大に加え、中東情勢影響によるサプライチェーン混乱の中で顧客要求への対応を確実に実施したことにより増益。」

    サプライチェーン寸断・混乱リスクが中東情勢の影響として実際に発生した状況を記載している。
  2. FY2026RestatedAnnual report

    「The risk that large-scale natural disasters could disrupt supply chains and cause sales and production activities to stagnate」

    Natural disasters, logistics disruptions, and difficulties in procuring resources and raw materials were reconfirmed as key risks. Countermeasures include maintaining supply through business continuity planning and multiple regions and suppliers.
  3. 2026-05-07WorsenedEarnings

    「供給不安によるサプライチェーンの混乱リスク等により、不透明な状況が続いております。」

    供給不安に起因するサプライチェーン混乱リスクが、次期業績見通しの前提に関わる要因として記載された。
  4. FY2025WorsenedAnnual report

    「The outlook remains uncertain because U.S. trade and tariff policies could affect the international trading order and supply chains.」

    Changes in geopolitical and trade policies were described as a new source of uncertainty due to the risk of affecting supply chains.
  5. FY2025-H1WorsenedAnnual report

    「Higher resource prices and energy costs amid rising geopolitical risks, and disruptions to logistics caused by natural disasters, among other factors」

    For supply chain and business continuity risks, logistics disruptions caused by natural disasters are described as a new actual business environment factor, alongside higher resource prices and energy costs.
  6. FY2023Maintaining supply alongside supply chain disruptionsAnnual report

    「Despite unstable supply chain conditions, the company maintained supply, leading to increased market share.」

    The company states that it maintained supply despite continued logistics disruptions and other factors, which led to increased market share in the food-related business and other areas.
  7. FY2023-Q3MitigatedAnnual report

    「During the nine-month period ended the third quarter, the global economy saw global logistics disruptions gradually ease, while monetary tightening policies continued in the United States and other countries, heightening concerns about an economic slowdown.」

    The company stated that global logistics disruptions were gradually easing. Meanwhile, concerns about monetary tightening and an economic slowdown continued.
  8. FY2023-Q2WorsenedAnnual report

    「Although the economy was moving toward recovery from the impact of COVID-19, the pace of recovery remained moderate due to supply chain disruptions, higher resource prices and other factors.」

    While recovery from the impact of infectious diseases has progressed, supply chain disruptions and higher resource prices have continued to constrain the recovery.
  9. FY2023-Q1WorsenedAnnual report

    「Global supply chain disruptions continue due to food shortages and persistently high resource prices resulting from the prolonged situation in Ukraine, as well as the aftereffects of the Shanghai lockdowns.」

    The company states that, in addition to infectious diseases and semiconductor shortages, supply chain disruptions resulting from the situation in Ukraine, persistently high resource prices and the Shanghai lockdowns are continuing.
  10. FY2022WorsenedAnnual report

    「In addition to persistently high raw-material market prices, the impact of the semiconductor shortage and logistics disruptions throughout the year, uncertainty intensified owing to the worsening situation in Ukraine and other factors.」

    In addition to infectious diseases, semiconductor shortages, higher raw material prices, logistics disruptions and worsening geopolitical conditions have continued or been added as constraints on the supply chain and business continuity.
  11. FY2022-Q3WorsenedAnnual report

    「There were differences in the degree of recovery by region and country, partly due to supply chain disruptions centered on labor shortages in North America, soaring energy prices and a worldwide semiconductor shortage.」

    In addition to infectious diseases, international supply chain disruptions centered on semiconductor shortages, labor shortages and soaring energy prices have been specified as constraints on the business environment.
  12. FY2022-Q2WorsenedAnnual report

    「Impact of international supply chain disruptions on the supply and demand of semiconductors, crude materials and other products」

    In addition to infectious diseases and semiconductor shortages, international supply chain disruptions were explicitly identified as a risk affecting the supply and demand of semiconductors, crude materials and other products.
  13. FY2021RestatedAnnual report

    「Group companies have prepared for natural disasters by formulating business continuity plans (BCPs), introducing safety confirmation systems, developing telecommuting infrastructure, preparing disaster response manuals, implementing earthquake-resistance measures and conducting disaster drills.」

    In addition to existing BCPs and other measures, the company describes the development of telecommuting infrastructure as preparation for natural disasters and infectious diseases.
  14. FY2021-Q3WorsenedAnnual report

    「However, as the timing of the containment of the infection remains uncertain and automobile production is expected to decline due to semiconductor shortages, among other factors, the company expects the spread of COVID-19 to again have a considerable impact on the group's performance during the fourth quarter.」

    The company stated that, in addition to infectious diseases, lower automobile production due to semiconductor shortages could again have a considerable impact on performance in the fourth quarter. Specific factors behind supply chain and production stoppage risks have been added.
  15. FY2019WorsenedAnnual report

    「However, the group conducts sales activities across a wide range of regions in Japan and overseas. In the event of a major natural disaster or an infectious disease such as a novel influenza virus, the group's operating results and financial position could be affected by stalled sales activities resulting from supply chain disruptions and lost opportunities resulting from production stoppages caused by damage to factory facilities.」

    In addition to conventional natural disaster risks, the company has specified the impacts of supply chain disruptions, damage to factory facilities and infectious diseases such as novel influenza.
  16. FY2019-Q2RestatedAnnual report

    「During the six-month period ended the second quarter, the Japanese economy remained on a moderate recovery path against a backdrop of solid corporate earnings, but the impact of natural disasters on consumption and production was recognized as a risk.」

    The company has reconfirmed the risk that natural disasters could affect consumption, production and other areas. It states that there have been no significant changes in business and other risks.
  17. FY2017RestatedAnnual report

    「The group has prepared for natural disasters through its group companies by formulating business continuity plans (BCPs), introducing safety confirmation systems, preparing disaster response manuals, implementing earthquake-resistance measures and conducting disaster drills.」

    The company has reconfirmed BCPs, safety confirmation systems, disaster response manuals, earthquake-resistance measures and disaster drills as preparations for natural disasters.
  18. FY2016First statedAnnual report

    「Group companies have prepared for natural disasters by formulating business continuity plans (BCPs), introducing safety confirmation systems, preparing disaster response manuals, implementing earthquake-resistance measures and conducting disaster drills.」

    The company cites BCPs, safety confirmation systems, earthquake-resistance measures and disaster drills as preparedness measures.
Moved together

"Changes in Trends Across the Chemical Industry" moved the same way as this thread, in the same document, in 7 of its 18 moves.

775332★123456
  1. ★This thread
  2. 1Changes in Trends Across the Chemical Industry7×
  3. 2Share Price Volatility Risk Relating to Marketable Equity Securities and Pension Assets7×
  4. 3Impairment Risk Due to Deteriorating Business Profitability5×
  5. 4Price Volatility of Petrochemical Products and Grain-Derived Raw Materials3×
  6. 5Geopolitical risks arising from U.S.-China confrontation, the invasion of Ukraine and other factors3×
  7. 6Portfolio Optimization Across 4 Areas and Investment in Priority Areas2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Nagase &'s next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings presentation of 2026-08-04: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Supply Chain Disruption and Factory Damage Risk | NAGASE & CO.,LTD. (8012) | Komori